Sales Real Estate
Resume:
BRUCE SCHULTE
312-***-**** *** Main Street Evanston, Illinois 60202
*************@***.***
CAREER SUMMARY
Trusted advisor to privately owned businesses, high net-worth families and
nonprofits for more than twenty-five years. Hard working, goal-oriented
achiever who is a licensed financial advisor and attorney and certified
nonprofit executive. Proven success in forming and maintaining long-term
client relationships and managing inter-departmental client service teams.
EMPLOYMENT HISTORY
TD AMERITRADE, Northbrook, IL
2008-Present
Senior Investment Consultant for nationwide financial advisory firm.
. Consistently leads Chicago market in fixed income sales.
. Top 25% in Central U.S. region, including $7.5M gross assets
quarterly.
. Consistently achieves high customer service ratings from High Asset
Client base.
BJS ASSOCIATES, Evanston, IL
2007-2008
Capital Broker for commercial real estate, business start-up and expansion.
. Established senior/mezzanine JP Morgan Capital/GE Capital financing
partnership.
. Matched buyer & seller and provided equity funding for $33 million St.
Louis commercial office property sale.
. Led post-angel round $15 million VC attraction for mobile telephone
content platform start-up.
MERRILL LYNCH, Chicago IL
2005-2007
Financial Advisor, Global Private Client Division.
. Attracted more than $12 million in business opportunities in first six
months of production.
. Developed 40 new account opportunities with businesses, nonprofits and
higher net-worth private individuals through effective strategic
teaming with internal specialists and by networking external
financial, accounting, legal and business consulting partnerships.
. Spearheaded inter-departmental creation of best-in-class real estate
financing product for high net-worth clients and a growing $500
million market segment opportunity.
BJS CONSULTING, Chicago IL
2001-2005
Principal and Consultant, marketing, fundraising and public relations
consulting firm.
. Won largest contract in healthcare consulting client's history ($15M)
by developing effective sales teaming and a winning closing
presentation.
. Assisted California public university's law school gain re-
certification and prepare for first capital campaign in history by
leading board of visitors re-development and training, creating a
multi-year fundraising plan and developing consensus and teamwork
between administration, faculty and alumni leaders.
. Led development of strategic partnership between nonprofit client and
Boeing Company providing new violence prevention programming to
Chicago Public Schools.
PERFORMANCE COMMUNICATIONS GROUP, Chicago IL
1997-2001
Vice President for Consulting, nationwide integrated marketing firm.
. Founded and grew professional services and nonprofit division to $2MM
in sales in first six months. Led inter-departmental account
management and sales teams.
. Met educational software start-up's annual sales goal in just six
months. Created cost-effective sales process by involving customer
support teams to facilitate proactive client and project management
after sale. Client's success led to acquisition by dominant national
competitor in eighteen months.
. Achieved most applications for admission in history plus percent of
applicants admitted down 30% for national technical university.
Success was due to re-branding and integrated sales and marketing
campaign targeting new markets segments.
THOMSON CORPORATION, St. Paul MN
1994-1997
Director of Association Relations, West Publishing Company.
. Conceived/led intra-departmental online and CD-ROM product marketing
campaign, increasing sales 30% in first year by targeting associations
and creating strategic partnerships with more than 100 bar
associations.
. Directed government relations in 11 state region for West Publishing,
successfully opposing hostile legislative initiatives while
maintaining positive public relations with local bar associations and
vendor relations with state governments.
. Led nationwide field team that generated 300 marketing/public
relations opportunities with industry associations during first year.
PRIOR EXPERIENCE
Assistant Dean, Chicago-Kent College of Law
1994-1997
Publisher & Adjunct Professor, NITA, Notre Dame Law School
1989-1991
Private Law Practice (Business & Real Estate Law, Trusts & Estates)
1979-1989
EDUCATION
J.D., University of Iowa College
of Law, 1978.
B.A., University of Notre
Dame, 1975.
HONORS AND CERTIFICATIONS
Series 7, 66, 31 and Illinois Insurance & Real Estate Licenses; Member of
Federal and State Bars in Illinois, Iowa & Minnesota; Who's Who in American
Law and American Business & Finance;
Certified Fundraising Executive (Association of Fundraising
Professionals).
Candidate for Certified Financial Planner (American College of
Financial Planners).
PAGE TWO, Bruce J. Schulte
816 Main Street Evanston IL 60202
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